| Accelerated Benefit Claim |
Complete to file an accelerated benefit claim.
|
Claims
|
NZ1361 10/22
| NY |
|
| Accelerated Benefit Claim |
Complete to file an accelerated benefit claim.
|
Claims
|
Z1361 12/23
| AK, AL, AR, AZ, CA…
AK,
AL,
AR,
AZ,
CA,
CO,
CT,
DC,
DE,
FL,
GA,
HI,
IA,
ID,
IL,
IN,
KS,
KY,
LA,
MA,
MD,
ME,
MI,
MN,
MO,
MS,
MT,
NC,
ND,
NE,
NH,
NJ,
NM,
NV,
OH,
OK,
OR,
PA,
RI,
SC,
SD,
TN,
TX,
UT,
VA,
VT,
WA,
WI,
WV,
WY
|
|
| A Consumer's Guide to MIB's Underwriting Services |
Describes MIB and explains consumer's rights to receive a copy of their record
|
Life Insurance Policy Changes
|
XADV9055 10/22
| AK, AL, AR, AZ, CA…
AK,
AL,
AR,
AZ,
CA,
CO,
CT,
DC,
DE,
FL,
GA,
HI,
IA,
ID,
IL,
IN,
KS,
KY,
LA,
MA,
MD,
ME,
MI,
MN,
MO,
MS,
MT,
NC,
ND,
NE,
NH,
NJ,
NM,
NV,
NY,
OH,
OK,
OR,
PA,
RI,
SC,
SD,
TN,
TX,
UT,
VA,
VT,
WA,
WI,
WV,
WY
|
|
| Activation of Lifetime Income Benefit Request |
Use this form to activate a Lifetime Income Benefit.
|
Other Transactions
|
X4391 06/20
| AK, AL, AR, AZ, CA…
AK,
AL,
AR,
AZ,
CA,
CO,
CT,
DC,
DE,
FL,
GA,
HI,
IA,
ID,
IL,
IN,
KS,
KY,
LA,
MA,
MD,
ME,
MI,
MN,
MO,
MS,
MT,
NC,
ND,
NE,
NH,
NJ,
NM,
NV,
OH,
OK,
OR,
PA,
RI,
SC,
SD,
TN,
TX,
UT,
VA,
VT,
WA,
WI,
WV,
WY
|
|
| Add-On Benefit Election/Termination Guaranteed Minimum Withdrawal Benefit |
Use this form to add or terminate a GMWB.
|
Other Transactions
|
V4390 08/23
| AK, AL, AR, AZ, CA…
AK,
AL,
AR,
AZ,
CA,
CO,
CT,
DC,
DE,
FL,
GA,
HI,
IA,
ID,
IL,
IN,
KS,
KY,
LA,
MA,
MD,
ME,
MI,
MN,
MO,
MS,
MT,
NC,
ND,
NE,
NH,
NJ,
NM,
NV,
OH,
OK,
OR,
PA,
RI,
SC,
SD,
TN,
TX,
UT,
VA,
VT,
WA,
WI,
WV,
WY
|
|
| Add-On Benefit Election/Termination Lifetime Income Rider/Lifetime Income Benefit |
Use this form to add or terminate a Lifetime Income Rider or Lifetime Income Benefit.
|
Other Transactions
|
X4390 12/23
| AK, AL, AR, AZ, CA…
AK,
AL,
AR,
AZ,
CA,
CO,
CT,
DC,
DE,
FL,
GA,
HI,
IA,
ID,
IL,
IN,
KS,
KY,
LA,
MA,
MD,
ME,
MI,
MN,
MO,
MS,
MT,
NC,
ND,
NE,
NH,
NJ,
NM,
NV,
OH,
OK,
OR,
PA,
RI,
SC,
SD,
TN,
TX,
UT,
VA,
VT,
WA,
WI,
WV,
WY
|
|
| Add-On Benefit Election Guaranteed Minimum Withdrawal Benefit |
Use this form to add a GMWB.
|
Other Transactions
|
NV4390 08/23
| NY |
|
| Affidavit of LOST POLICY |
Use this form when a policy/contract is lost.
|
Other Transactions
|
X2028 01/21
| AK, AL, AR, AZ, CA…
AK,
AL,
AR,
AZ,
CA,
CO,
CT,
DC,
DE,
FL,
GA,
HI,
IA,
ID,
IL,
IN,
KS,
KY,
LA,
MA,
MD,
ME,
MI,
MN,
MO,
MS,
MT,
NC,
ND,
NE,
NH,
NJ,
NM,
NV,
OH,
OK,
OR,
PA,
RI,
SC,
SD,
TN,
TX,
UT,
VA,
VT,
WA,
WI,
WV,
WY
|
|
| Affidavit of lost Policy/Contract |
Use this form when a policy/contract is lost.
|
Other Transactions
|
N2028 04/24
| NY |
|
| Annuity Direct Deposit Request |
Use to set up or change bank information for direct deposit into client's bank account.
|
Withdrawal,
Payments & Deposits
|
X1091 01/21
| AK, AL, AR, AZ, CA…
AK,
AL,
AR,
AZ,
CA,
CO,
CT,
DC,
DE,
FL,
GA,
HI,
IA,
ID,
IL,
IN,
KS,
KY,
LA,
MA,
MD,
ME,
MI,
MN,
MO,
MS,
MT,
NC,
ND,
NE,
NH,
NJ,
NM,
NV,
OH,
OK,
OR,
PA,
RI,
SC,
SD,
TN,
TX,
UT,
VA,
VT,
WA,
WI,
WV,
WY
|
|